• Are First and Last Names needed for printing or eFiling 1099s?

    I thought I read a post about this, but now I cannot locate one. When we have Vendors with SSNs, like in this ABC Vendor below, we expect the First Name and Last Name fields to be filled out, but they are not: Of course we get this message, which…
  • Setup Paperless AR Statement Delivery SOP

    Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?
  • Aging Categories not being updated before invoice printing (random occurrences)

    We are having an issue where the latest payment of a customer is not being reflected in a printed invoice. This issue only happens on very rare occasions, and we do not receive any errors or notifications before it happens. Below are a few observations…